Philip Bachman

October 18, 2019

BCS Wealth Management Recognized as “Future 50 Firm” by CityWire RIA

The first week of October was a busy week for BCS Wealth Management. Not only did we hold our annual client appreciation event, but the next […]
October 14, 2019

Social Security Announces 2020 Benefits Adjustment

Retirees receiving Social Security benefits will see a cost-of-living increase for 2020. On October 10, 2019, the Social Security Administration announced a 1.6% boost for next […]
September 26, 2019

Federal Reserve Lowers Interest Rates for a Second Time in 2019

The Federal Reserve announced on September 18, 2019 a second interest rate cut this year. Following its two-day policy meeting, the central bank announced that it […]
July 27, 2019

A Memorable Open House on July 18

BCS Wealth Management enjoyed hosting clients and friends at our Open House and Ice Cream Social on July 18. We feel blessed by a great turnout […]
June 25, 2019

New Office Location & Open House

BCS Wealth Management has moved from the lower level to the upper level of our building! To introduce our new location, we invite clients and friends […]
June 13, 2019

BCS Wealth Management Ranked in Accounting Today Magazine

BCS Wealth Management has been acknowledged in Accounting Today magazine for a fifth consecutive year. The 2019 Accounting Today “Wealth Magnets” article ranks the top 150 […]
May 28, 2019

May 29 Is National College Savings Day

Happy National College Savings Day! May 29, National College Savings Day, is a tribute (and play on words) to the 529 college savings plan. Named after […]
May 3, 2019

Highlights of the 2019 Social Security Trustees Report

Social Security is a longstanding part of working and retired Americans’ financial lives. President Franklin D. Roosevelt enacted a limited form of the program in 1935. […]
April 3, 2019

Breakfast Event on April 30

Do you enjoy a good breakfast to start your day? BCS Wealth Management invites you and a guest to breakfast at Maple Street Biscuit Company in […]
February 20, 2019

Perfect Credit Score of 850? 760 May Be Good Enough.

Common sense and financial lore say that the higher our credit score, the better. A high credit score is a badge of honor to many people. […]

Form ADV Part 2A

Form CRS